Corporate Asset Management
Commercial Banking
Maximize Your Excess Cash
Leverage the long-standing relationship between Burling Bank and Chicago Partners Wealth Advisors—two firms with decades of experience serving clients in the heart of Chicago.
Burling Corporate Asset Management is a fully customizable, all-inclusive solution for qualifying institutions. Maximize returns on sidelined cash while reducing internal resource demands and improving operational efficiency.
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Optimize Cash Reserves
Ensure Sufficient Liquidity
Enhanced Risk Mitigation
Limited Operational Burden
Customizable Portfolio Solutions
Our Corporate Asset Management offering consists of three distinct investment tiers, allowing for allocations into one or multiple asset classes. Work with the Burling and Chicago Partners team to craft a portfolio solution catered specifically for your business, balancing risk and return while maintaining necessary liquidity.
Treasury Strategy
Conservative Yield, Daily Liquidity
Ultra Short & Short Duration
Moderate Yield, Daily Liquidity
Alternative & Enhanced Income
Enhanced Yield, Periodic Liquidity
Platform Info and Reporting:
Utilize an advanced financial management platform to view all accounts in your financial world, from your checking account at Burling to your investment accounts at Chicago Partners. Accurately forecast your liquidity, pull necessary reporting, and view income projections.
On top of your relationship with Burling Bank and our bankers, Private Wealth Management clients will work directly with a credentialed advisor at Chicago Partners, always a Chartered Financial Analyst (CFA) or a Certified Financial Planner (CFP). This advisor will always be assisted by one or more secondary Chicago Partners advisors, who will handle account management, paperwork, and portfolio oversight.
While your Burling Banker and your Chicago Partners Advisor will be your primary points of contact, the Chicago Partners team is made up of advisors with a wide range of knowledge and expertise. Your customized asset management solution will be the culmination of input from a number of experienced advisors.
Chicago Partners was founded in 2008, starting with 100 clients and one 4-person office in Chicago. In the 16 years since, the Chicago Partners team has grown to over 30 professionals serving over 1,900 investors of all types. With expertise ranging from investment selection to estate planning, Chicago Partners has the ability to assist any Burling Bank client.
Fiduciary StandardChicago Partners is a fiduciary advisor, always using the Fiduciary Standard for giving financial advice. The firm does not receive outside sales commissions, ensuring that all decisions made are in your best interest.